Elizabeth Dean Mayhak

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 05/2017
  University Of Alabama
  Tuscaloosa, AL
• 02/2016 → 04/2017
  Newk's Eatery
  Tuscaloosa, AL
• 07/2017 → 03/2019
  Infinity Financial Partners - Questar Capital Corporation
  Atlanta, GA
• 08/2017 → 02/2018
  Newk's Eatery
  Dunwoody, GA
• 03/2019 → Present
  Infinity Financial Partners - Woodbury Financial Services
  Atlanta, GA
• 05/2017 → 07/2017
  Unemployed
  Tuscaloosa, AL
• 12/2019 → 01/2024
  Woodbury Financial Services Inc
  Atlanta, GA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Atlanta, GA

Previous Registrations

• 2020-07-07 → 2024-01-19
  Woodbury Financial Services, Inc.
  Atlanta, GA

Other Businesses

1) INFINITY FINANCIAL PARTNERS POSITION: Registered Assistant - Account Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/02/2020 ADDRESS: 6190 Powers Ferry Road, Suite 230, Atlanta GA 30339, United States DESCRIPTION: As a registered assistant, I create paperwork after Mike makes client recommendations, work with clients to complete the paperwork, and work with fund companies to ensure paperwork is processed. I monitor office mail and maintain correspondence and check logs. I am responsible for creating marketing and advertising materials, primarily through My CMO. I assist clients with using Woodbury computer systems (eQuipt, QuickSubmit). Assist in preparation for client meetings using OneView, review of Salesforce and meeting note records, and assisting in contacting fund companies for further information on client accounts when needed. 2) DIVORCE SENSE LLC POSITION: Assistant NATURE: Divorce financial analyst INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/02/2022 ADDRESS: 6190 Powers Ferry Road, Atlanta GA 30339, United States DESCRIPTION: Assist Mike Bean with administrative tasks such as document collection and light data entry. 3) GCG WEALTH MANAGEMENT POSITION: Account Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/01/2024 ADDRESS: 6190 Powers Ferry Road, Suite 230, Atlanta GA 30339, United States DESCRIPTION: GCG Wealth Management owns Infinity FInancial Partners.

Exams

• S66 Uniform Combined State Law Examination
  2020-06-30

Other Names

• Elizabeth Dean Adcock